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You've asked, and we listened! Introducing Mobile Task for Office 365  What’s newTask participants can now view and respond to workflow tasks via the Nintex Mobile app. What's all the big hype about: In this digital transformation era that we are living in, time is of the essence, so why waste another minute of it, if you don’t have to? Workers need access to information, enterprise business applications and process that they heavily lean on to function on a daily basis. From the Manager who has 15 direct reports, to the VP who has 2 departments that they are in charge of overseeing, to the Safety Operations Manager who has to approve 50 safety inspections at a given time, guess what, this new feature was created just for you!Task assignees will now have full accessibility to all their tasks and can action from any device including the newly updated Nintex mobile app.  In order for tasks to be visible in the mobile app the following configuration must be applied to relevant Nintex Task

Have you ever wondered if you can set a value that can be changed during signature and then update Salesforce once signatures are complete? Here is the use case. Today, I send out a document with your latest infomation from my companies CRM. You have moved since we last interacted and your data is not correct. Your mailing address has changed and you need to update it during the signature process. In this article I will show you how to accomplish this task using NintexSign and Nintex Drawloop.  There are many steps that will need to be done in order for us to accomplish this use case. We will first need to create a few text tags and there is a syntax that has to be used.  Syntax: {{FieldName/Lablel_es_:Signer#:default("Tag From Field Tagger")}}Real Example: {{OpportunityStage_es_:Signer1:default(“<<Opportunity_StageName>>”)}} To accomplish our use case we would have to create a few text tags to capture the address (4 to be exact) Street, City, State, Potal Code. We will pla

The Field Tagger is the key to using Drawloop effectively. It allows you to reach all the data in your environment and push to your template documents. Once you know the data you are trying to pull you simply select the Object and Field to reach the desired tag. Then simply copy and paste your tag into your document. *Make sure to select the correct "document type" you are adding the template tags to.  As you go through the field tagger you will see a "View All" option in the "Field" picklist towards the top. The majority of the time this is fine to use and also very helpful to grab and tag quickly. There are still reasons (you will see below) where you will still need to manually go into the "Field" picklist and select a tag specifically. Formatting and Lookup fields are good examples of this. Question: Why don't I see my custom objects in the "Main Object" picklist?Answer: A relationship needs to be created. *The field tagger tool is a live snapshot of the relationships you have conf

Major Announcement: Nintex ProcessFest 2019!!!!!!!!!!! After a year hiatus, Nintex conference is back and going to be better than ever. Introducing Nintex ProcessFest 2019! This three-day training conference is for our devoted customers and partners. September 30th-October 4th, there is no greater place to be than right here in beautiful downtown Bellevue, where you will enjoy keynotes, hands-on learning, certifications, networking and so much fun! For more information, please visit: Nintex ProcessFest 2019 Calling All Speakers:Have a great process focused topic you would like to present at the conference, or perhaps you have a great speaker in mind? Well, we are calling all speaker submission request! You can submit your request here: Nintex ProcessFest 2019 Session and Speaker Request Once you have submitted your speaker/ session request, our leadership team will review all submissions and make the selections soon, so stayed! Good luck to all the submitters, and if you have any quest

Have you tried Nintex Sign Powered by Adobe. It’s a simple tool to use and very convenient if you are using Drawloop to generate your documents and want to capture Signatures. There are a few steps that you need to take to have data written back to the Agreements object when your data is coming from custom objects. Today, I will take you step by step to get that setup so you can capture Signatures for any of your documents.1.Create a Field on the Agreements Object. The Type will be Lookup and the object will be your custom object. 2.Now that the lookup has been created drag the Agreements Related List onto your layout. 3.In your DocGen Package you will need to create an Insert update. The Object Name will be set to Agreement The Field-Value Pairs will be set to the Lookup field you created in step. You will also need to use a dynamic tag for the ID for that custom object. EX. 4.If you want data written back to Salesforce OR If you want the Signed Document Attached to your Saleforce Rec

Hi all, Document generation is not for free, so putting some restrictions on this Nintex workflow action seems logical. Without proper configuration, everyone who is allowed to create Nintex workflows can add the Nintex workflow action 'Document Generation' leading potentially to unwanted document generation consumption. For on-premise, there is an option to allow who can use a specific Nintex workflow action. Below, the steps voor Nintex Workflow 2016 in Central Administration are given.Go to 'Nintex Administration'. Click on 'Action Settings' (Group 'Workflow environment'). Select the action 'Document Generation' and click in the ribbon on 'Edit permissions'. De-select 'Make this action available to all users' and add the people who are allowed to use this action. Click on the button [OK] Besides configuring who is allowed to use the workflow action 'Document Generation', making it a part of your Governance plan is a wise thing to do. Nintex Workflow Cloud and Office 365 do not have

Products: Nintex Workflow 2013  A common request we see is "How do I cancel/terminate a group of list item workflows that are in a state of 'Error Occurred'?" This article provides instructions on how to accomplish this.  Run the below (attached as well as a *.txt file for your convenience) PowerShell script (PowerShell ISE works well) from a SharePoint Server:  PowerShell Script   Add-PSSnapin Microsoft.SharePoint.Powershell -ErrorAction SilentlyContinue function Cancel-SPWorkflow(){ PARAM ( [Parameter(ValueFromPipeline=$true)] [Microsoft.SharePoint.Workflow.SPWorkflow] $SPWorkflow ) BEGIN {   } END { } PROCESS {         [Microsoft.SharePoint.Workflow.SPWorkflowManager]::CancelWorkflow($SPworkflow)     } } function Get-SPWorkflow(){ PARAM ( [Parameter(ValueFromPipeline=$true)] [Microsoft.SharePoint.SPListItem] $SPListItem ) BEGIN {   } END { } PROCESS {         $SPListItem.Workflows     } } $(Get-SPWeb http://contoso.com).Lis

After creating this blog post Collection Operation - Get , i thought it would be good to look at the other Collection Operations in some detail too.As stated in the article above, the Collection Operation action allows you to interact with a Collection Variable. This can be useful in many situations. AddThis method allows you to add to a value at a specific index within a collectionOriginal Collection - Audi; BMW; VolkswagenValue to add - MercedesIndex - 2Resulting Collection - Audi; BMW; Mercedes, Volkswagen RemoveThis method allows you to remove a value from a specific index within a collectionOriginal Collection - Audi; BMW; VolkswagenValue to Remove - BMWIndex - 1Resulting Collection - Audi; Volkswagen CountThis method allows you to count the number of items in a collectionOriginal Collection - Audi; BMW; VolkswagenResult - 3 GetThis method allows you to get a value from a specific index within a collectionOriginal Collection - Audi; BMW; VolkswagenIndex - 1Result - BMW ExistsThis

UpdatedUpdate 25/01/2019 (January 25th)We are in the final stages of preparing for a move to the new community site and there are a few things that will affect our members:We will be placing the community site into maintenance mode on 04/02/2019 (February 4th) DD/MM/YYYY. This means that the site will be inaccessible during this time and should come back up within 24 hours. We will have more information and a page to address any concerns during this window. User registration will be disabled on 30/01/2019 (January 30th) DD/MM/YYYY as we prepare for the relaunch. This means if you don't already have an account, click here to register before that day, otherwise you'll have to wait until after the new launch to sign up. Without an account, you cannot post questions or responses, so we highly encourage everyone to register to participate. ---------- Original Message ---------- Hello Connect members,My name is Eric Harris and many of you may have seen my name somewhere here either on a post

This is where Nintex Workflow meets Shakespeare.  Ok maybe not. But seriously, wow what a release the June 2015 is turning out to be.  Are you ready to start building complex workflow? No????  That's ok... the aim of this post is not to be complicated, but to actually reduce the size of your workflows.  That's because with the addition of the AND and OR functionality, where you previously had nested Conditional Branches, Loops or Run Ifs, now you can configure the multiple conditions into the single action. This is what the workflow could have potentially looked like before :Now that's not too bad, but imagine a big workflow and then it gets quite hard to maintainSo with this release, the above workflow design, changes to this:Isn't that a huge change?  Not only will it reduce the size of the workflow, but it will mean that modifying it and maintaining it over time will so much easier. But what would it now look like inside the action? Notice how we can add other conditions by simply c

Whilst there has been a height of activity with Nintex Workflow Cloud and Nintex for O365 over the past month or so.. The App Studio team have been feverishly coding away with the next amazing release that really sets Nintex App Studio apps apart. This release you will see some UI enhancements to the build process within App Studio. Which brings the new modular design framework to the product. But the biggest addition is what you can now do with Custom Content...  So let me show you what you can do.. Above you can see how you can move around the order of the menu. You can also add new menu items, such as a built in barcode scanner.. Which takes me back to this post that I wrote a while back Getting even deeper linking with Nintex Mobile and Nintex Mobile Enterprise . Now if you are using QR codes with deep links in them, you can use a QR code scanner all with in the Nintex App without having to rely on a 3rd party.  The other menu type is content.. Eg. Videos, PDF, Office Docs and HTML

Hi Everyone!  How awesome would it be if I told you that you no longer need to access the Nintex store to add Live packs as the store will no longer be available!?  It's true!  We have just released the Action Availability functionality for O365 that preloads all the available actions within workflow designer for you. Well, if you're like me, then you're probably asking yourself:Who does this feature apply to?    What's the value add? Where can I go navigate to start using this feature? Why is this feature important? There are several reason why this feature is important and adds value, such as:Eliminates users from having to access the Nintex store to add actions. Disable unnecessary actions that do not apply to your workflows. All your workflow actions can be accessed from one location.Now!  Let's walkthrough the following scenario of an Admin user who uses Nintex Sign and wants to disable the DocuSign action. PRECONDITIONS: The O365 user must have Admin permissions to view and acces

Hi everyone, I am back again, with a Part 2 continuation from my previous blog post: Promapp is your BEST Friend: https://community.nintex.com/t5/Community-Blogs/Promapp-is-your-BEST-friend/ba-p/91497 Today will start to move beyond the Process Management phase, and into Process Automation. What is Nintex Process Automation: Being able to utilize advanced workflow, document generation, e-signature, and digital forms to quickly streamline and automate processes across teams and systems of record. History:In my previous post, we covered Process Management, by mapping out the Employee Onboarding process in Promapp. The Employee On-boarding process, still ranks as one of the most manual business processes. Some people would like to think that the Employee On-boarding process starts when the new employee begins on the first day. That is partially correct; however, a huge part of the process that begins way before this stage. This is known as "Recruiting", and it all starts with a person in

I recently had a customer who wanted status indicators in his list.  While this can be done using JavaScript, one of my co-workers had come across a simpler approach by using a calculated column that points to the images that already exist in SharePoint.   That worked well and his list views now had a nice indicator related to the status of each item.  Here is a sample of the list view:Instructions for this approach will be in at the bottom of this post.  It's really easy, I promise! I thought it might be a nice touch to include those icons in the form as well.  Here is a sample:I was surprised that the image controls lined up so well when switching between statuses. Here are the steps that I used:Set up your list with choice column that will be used for the status. From the list, click on the List tab.  Click on Nintex Forms, and then click on Customize the item form. For this example, a panel control is placed on top of the label control for the "Status Indicator".  This panel will c

I Recently had a request to get a Project Manager name that is linked to a project when the user selects a project number from a drop-down control. I managed to get the Project managers name using this formula : lookup("Project List", "Project_x0020_Number", parseLookup(Project), "Project_x0020_Manager"). The only issue was I was also getting the ID along with the name. e.g.  234;#Joe Soap. So, to fix this I used a regular expression to remove the ID from the front of the Project Managers name. Steps I took:1. I created a Form Variable. The formula I used to get the project managers name is : lookup("Project List", "Project_x0020_Number", parseLookup(Project), "Project_x0020_Manager") "Project List" - is the name of the list that has the project number and project managers name in it."Project_x0020_Number"  - is the Project number for the Project. "Project" is the name of my drop down control that displays the list of Project numbers in it."Project_x0020_Manager" - is the name of the c

DownloadNintex Workflow Analyzer - Download: Workflow Analyzer Change Set 29292 ChangesNot Applicable Bug FixesAdded null check to ActionCount() in NWFContext class. Change Set 2929 Source CodeGitHub - modembug/WorkflowAnalyzer 

Section Replication Can be usuful when you are trying to gather data that is 3 levels deep! The way this works is you have to create Relationships in the Document Package. You have to set the relationships Copy Type for the child as Section, the grandchild to Table, and the great grandchid to Row.  Below is a Sample of the Relationships setup (Account/Section, Opportunity/Table, OpportunityLineItem/Row)Once you have the relationship setup you will need to get your Word Template Setup. Most customers have the developer tab hidden from their ribbon. This must be added in order for this to work.  Adding the Developer Tab to Microsoft Word RibbonFile > Customize Ribbon > (Ensure Developer is checked).  Adding the Section Tag to your DocumentIn Microsoft Word Naviage to the Devloper Tab. Click on the Aa - Rich Text Content ControlNow you will need to add the Section Tag. You can get the Field Tag from the field Tagger. It will be located at the bottom of the Field Tagger labeled Replc

To show a guide to fill in complex forms, a tool tip is often not enough. Formatted instructions may be displayed in a separate dialog by clicking on an info button: It's a floating window that contains a title bar and a content area. The dialog window can be moved, resized and closed with the 'x' icon by default or by pressing escape key. How can that be done in Nintex Forms? First of all create an info button:I used File:Information green.svg - Wikimedia Commons as button image. Here is the client click coding: NWF$("#Topic_1_help").dialog({    title: "Topic 1",    hide: {        effect: "fade",        duration: 1000    },    maxHeight: 400,    minWidth: 500,    modal: false}); Here the jquery-ui dialog widget is used to display help text. Modal behavior here is non modal, but can be changed to modal setting option modal to true. Now create a Rich Text Control in your form and enter help text: In control settings Visible has to be set to Yes. To hide the Control use css class, e.g. i

What would be the best ways to return to current form when you press Cancel button? I was looking for the confirmation message on cancel button as well. After struggling to get perfect solution on this forum, I managed to find workaround below on this issue. 1. Disable existing/default Cancel button by adding below rule on the button.2. Create a JavaScript button called "Cancel" and add JavaScript function name, "DoRedirect()" under Advanced -> Client click field    2. Place your new JavaScript button on existing Cancel button. 3. Select Form Settings -> Custom JavaScript -> add below code  function  DoRedirect() {     if (confirm("Are you sure you want to cancel? if you cancel now, you will lose any data entered! Press OK to continue, or Cancel to stay on the current page.") == true) {          window.top.location.href= "http://<YourSiteURL>/Lists/<ListName>" ; return true;     } else {         return false;   

We can simply extend the recent release of Nintex Mobile Signature Control to work with desktop/browser. This exercise I will show how I did it combining the blog post Sign your name across my heart from Dan Stoll​ and my previous post on Embedding Signature Pad in Nintex Form. The outcome will be a form supporting the capturing and displaying of Signature on both Nintex Mobile or Desktop form. The Signature data is save as base64 image data in a multi-line of text list column (i.e. "Signature" in this case). Here are the steps I followed: 1. Create a custom list for the purpose. We are going to have only two columns defined, one for the Title (i.e. Single line of text), and the second for Signature (i.e. Multiple line of text - Plain Text), as shown here2. Customize the List Form with Nintex Form, as shown below. And don't forget to also create a layout for Nintex Mobile Phone if you going enable the Signature capture on Nintex Mobile Application.3. We going to set the Signature contr

This is a generic title to solve a specific issue in a Workflow Task list on SharePoint online.Apparently, there is still a open issue in a Workflow Task list with people whom can edit and save Task even they are not the assignee.On February 2015, I posted this question:"Is it possible to let people who needs to Approve/Reject to give only editable access to their Workflow Tasks in O365 (Assign Item Permissions in Assign a Task is not available ... yet). It seems from what I have read from different sources, that they need to have at least Contributor access.But I cannot find a way to avoid them to be able to edit/read the other Workflow Task in the list.I have tried also to update permissions after/while task is created but if I try after, this is not possible a the workflow is blocked until Task is completed. I have also tried parallel but it seems that I cannot get the stored Task ID in the parellel branch as it is empty and I suppose out of context."This question was never answered

How would you like it, if I told you there is an incredible BPM tool that could, do the following and so much more?Enable consistency Improve staff efficiency Enable compliance with industry standards and regulations Reduce the risk of critical failures Improves customer satisfactionWell, if you are like me, then you should be saying sign me up please (www.promapp.com)With the rigorous demands placed on organizations, to standardize and manage their business processes, there is critical need for a BPM tool that is easy to use and adaptable as well, hence Promapp :) Now, before we get started, I have a question for you: Have you downloaded a trial of Promapp yet…? No worries if you have not yet, I am sure you will once you have finished reading this blog  Welcome to PromappWhen you first log into Promapp, the following home screen will appear: Navigation within Promapp:Processes:  This tab will highlight all of the Process that you are Involved in (Process Owner or Process Expert), Own

We all need to start somewhere... Figuring out where that is can sometimes be a challenge, luckily I'm here to help. My name is Ryan O'Leary, I'm a Technical Evangelist, and DocFather at Nintex. All of my upcoming blogs will be on the topic of "Thinking Like a DocFather" how do I and the other DocFathers, I'm looking at you @DocFather_Ray and @DavidStephen think about and solve problems using Nintex products. Having worked at Drawloop for over 7 years, working with hundreds if not thousands of customers and partners. I think we're uniquely positioned to help set you down a path of success. So where do we start? From the beginning. Get the Document It seems so obvious but the very first step to starting any document generation project should be getting the document that your business or your customers business wants to make dynamic. I’m talking about mission critical documents that you want to connect to your Salesforce data model for example: quotes, contracts, proposal, invoices, serv

Welcome to Nintex Connect March Update. To find out more you can either view the video or read the text.  New Connect NotificationsWe just added a new notifications area to the community. To interact with it, locate the icon and bell at the lower right-hand corner of the screen.  Community BlogsStay in the technical know-how with relevant How To's and Tips from the community. Click here to visit that section. Nintex Connect Community GroupsWe are starting up groups in the community to help us engage and collaborate around specific topics. This is one area you don't want to miss out on, and the first group we are starting is for Feedback. Click "join" on the group to join in and let's get connected. Nintex Connect Events CalendarWe have added an events calendar to the community to help you track events that you may be interested in seeing. Visit the User Groups and Events area for more details.

Attachments are things that your company probably can't function without. Users are bound to make mistakes when selecting attachments. Some examples could be when it comes to manually selecting required attachments to a contract you're sending for e-signature, attaching any kind of Salesforce Document file, or including attachments in excess of 15. Save time and effort with the Nintex Drawloop DocGen Package capability, the AdHoc Apex class. This will come in handy especially for those who are code savvy. How is this used?It comes in two parts. FIrst you'd have to create an Apex class that determines which documents you want to have automatically included in the output. The great thing about this class is that you're not limited by any of the file storage locations within Salesforce. You can add attachments for Content, Salesforce Files, Attachments, and even Documents. The second piece you'll need to do is add the name of the class you've just made to the DDP. The field you'll want to